*How to Handle Probate information

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David Potter
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How to Handle Probate information

Postby David Potter » 17 Feb 2017 09:46

Hi Forum

I'm struggling to see how best to handle the situation where the Executor of a Will is also a Beneficiary.
The Witness box allows both to be entered with different Roles but only one, the first for any one Individual shows up as a Fact. I see a message for the second entry objecting to Duplicates. See screen shot.
My work around is to manually create a Benefitted from Inheritance Fact.

Am I doing something wrong when setting this up?
Are there any better solutions to handling this apparent FH limitation?
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DavidNewton
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Re: How to Handle Probate information

Postby DavidNewton » 17 Feb 2017 10:12

A naive suggestion: create a role of "Beneficiary & Executor" and construct appropriate sentences.

David

brianlummis
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Re: How to Handle Probate information

Postby brianlummis » 17 Feb 2017 10:18

Technically, it is the Will that gives details of the Beneficiaries and not the Probate, so I would use that as being the source for detailing the Beneficiaries. The Probate confirms the names of the Executors (usually those named in the will, but not always) and their role should be recorded using the Probate as the source.

If the Executor is also a Beneficiary in the Will then the easiest way would be to create an additional Witness role type of "Executor and Beneficiary"

Brian

Edit - SNAP, David :)

David Potter
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Re: How to Handle Probate information

Postby David Potter » 17 Feb 2017 10:34

Thank you Guys

I'll have a go at that suggestion...

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DavidNewton
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Re: How to Handle Probate information

Postby DavidNewton » 17 Feb 2017 11:59

Just having a further look at the sentences. If you add ",executor and beneficiary" after each role = of executor and beneficiary in the main probate sentence then the individual will be in the list of beneficiaries and in the list of executors. I admit that I use witnesses very sparcely so my experience here is limited and I am not certain that this answers your question.

David

David Potter
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Re: How to Handle Probate information

Postby David Potter » 17 Feb 2017 12:58

Hi Guys

All suggestions worked a treat, thank you. I made the mistake of thinking the Probate and Will were one document. Your advice fixed that and now they are separate doc's and Source records.

One more question please, when dating the Will as a Fact what date would you suggest is applied? The date of the Will signing or the date the Will was executed and the beneficiaries received their Inheritance, probably closest to the date of Probate by practicability.

I'm thinking the latter but would like to hear your views.

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ColeValleyGirl
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Re: How to Handle Probate information

Postby ColeValleyGirl » 17 Feb 2017 13:03

The date the will was made. That way, if multiple wills are made (each superseding the last) and you have visibility of them you can record them separately. (Plus the date of signing is the date the will became operant).

The date the will was executed only refers to the last will.

Probate (as you've realised) is a different event.

And the date the beneficiaries received the bequest (which you might be able to get, for example, from death duty registers), are a separate set of events.

David Potter
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Re: How to Handle Probate information

Postby David Potter » 17 Feb 2017 13:07

Thank you Helen - that makes absolute sense.

Strangely enough I have used the signing date and then thought it should be the execution date. So nothing to change. Thankfully :D


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